+521.8%
NOW vs EMB
+36.3%
+485.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.0% |
| 7D | -5.6% | -0.4% | -5.2% | -4.9% |
| 30D | -26.8% | +1.5% | -28.3% | -28.5% |
| 3M | -19.4% | -1.6% | -17.9% | -17.7% |
| 6M | +12.3% | -1.5% | +13.8% | +14.7% |
| YTD | -32.9% | -0.1% | -32.9% | -33.1% |
| 1Y | -40.3% | +0.5% | -40.8% | -41.0% |
| 3Y | -19.1% | +30.2% | -49.3% | -45.6% |
| 5Y | -24.4% | +8.6% | -32.9% | -32.9% |
| 10Y | +521.8% | +36.9% | +484.9% | +325.6% |
| All | +521.8% | +36.3% | +485.5% | +325.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling